Process Walkthroughs

GENERAL

• 1099 Pro Guidebook for Exporting Data.pdf
• 1099 Pro Guidebook for Opening TAB in Excel.pdf
• 1099 Pro Guidebook for Opening CSV in Excel.pdf
• 1099 Pro Guidebook for a Replacement File (Mag).pdf
• 1099 Pro Guidebook for How To Save an Excel File as Tab Delimited.pdf
• 1099 Pro Guidebook for Submitting a Manual Upload.pdf
• 1099 Pro Guidebook for How to Create and Assign Access Groups and User Profiles.pdf
• 1099 Pro Guidebook for Missing Network drive for Software Installs.pdf
• Editing Prior Year 1220 eFiles:
  • Prior year filings must be converted to current tax year Pub. 1220 specifications. 1099 Pro does not support manual edits to prior year mag files. Please utilize our Service Bureau to properly convert prior year filings to meet current tax year filing specs.

DESKTOP (Professional / Enterprise)

• 1099 Pro Guidebook for Creating Data Backups.pdf
• 1099 Pro Guidebook for Data Restoration.pdf
• 1099 Pro Guidebook for Creating 1099 Corrections of Corrections.pdf
• 1099 Pro Guidebook for 1042-S Correction of a Correction.pdf

CORPORATE SUITE / 1099Pro.Net (Web)

• 1099 Pro Guidebook for TIN Management Importing.pdf
• 1099 Pro Guidebook for Puerto Rico Reporting.pdf
• 1099 Pro Guidebook for Custom Query or View Version Change.pdf
• 1099 Pro Guidebook for AskFor Dynamic Custom Queries.pdf
• 1099 Pro Guidebook for Importing 1095 Corrections.pdf
• 1099 Pro Guidebook for Corrections Importing.pdf
• 1099 Pro Guidebook for Multi-PCode w Filter RecType Importing.pdf
• Instructions to Submit Prior Year eFiles to Service Bureau,  SB - CS - Prior Year eFile Creation Submission (SEPT 2022).pdf